VP, Custom Model Portfolios Lead

Job Description

Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision, our global platform delivers investment and advisory services across public and private markets for the world’s foremost institutions, financial advisors and individuals.

OUR IMPACT

Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and develops comprehensive investment management solutions customized to meet the investmentobjectivesfor clients. These solutions bring togetherstate-of-the-arttechniques for multi-asset portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals across the globe, MAS invests or advises on assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, family offices,RIAsand other wealth advisors.

YOUR IMPACT

We are seeking a Vice President to serve asaLead Portfolio Manager (LPM) forGoldman Sachs'CustomModelPortfolio business. This client-facing role combines deep portfolio constructionexpertise, strong knowledge of the retail asset management landscape, and commercial judgment in a high-growth, high-visibility area of the firm. The LPM willrepresentthe GSAM custommodelsplatform to RIA clients, partner with client CIOs and investment teams on portfoliodesign, andlead custom model portfolio construction efforts from pitch through launch. Once portfolios arelive, the LPM will serve as the primary portfolio expert for recurring client engagement, deliveringtimelymarket updates, performance and attribution insights, and high-value portfolio content for financial advisors and their clients. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.

PRINCIPAL RESPONSIBILITIES:

·Provide deepexpertiseon our approach to portfolio construction, asset allocation, and product selection across asset classes and product wrappers (ETF, MF, SMAs, alts)

·Develop client relationships and win new custom model mandates through consultative engagement with the goal of understanding clientinvestment needsand proposingappropriate portfoliosolutions

·Share MAS views on macro and markets, becoming an essential partner and key input to RIA investment teams

·Partner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation

·Serve as a GSAM custommodelsexpert by delivering portfolio constructionexpertise, advisor education, andtimelymarket insights in client meetings, webinars, and industry events, including RIA conferences

Client Engagement

·Drive commercial outcomes through client engagement, including client calls/meetings and creating and delivering client proposals

·Serve as the product expert and point of contact on GSAM custom models for clients and sales partners in the field

·Partner with GSAM research teams, portfolio managers, sales specialists, and marketing to prepare model portfolio materials, including trade alerts, quarterly commentaries, CIO notes, and market-driven content

·Develop deep understanding of industry landscape,trendsand client business needstotailor comprehensive solutionsthat deliver the best of Goldman at scale

·Conduct competitive analysesandmarket research,keepingleadershipapprisedofnotabledevelopments

Investment Content and Thought Leadership

·Represent the MAS custommodelsplatform in client meetings from pitch to portfolio launch as well as in ongoing client servicing

·Partner with client CIOs and investment teams through due diligence on MAS and its investment process, lead custom model portfolio design efforts, and coordinate across portfolio management and sales teams tofacilitateonboarding and sales activation

·Lead client meetings as a custommodelsexpert by delivering portfolio constructionexpertise, education, andtimelymarket insights

·Coordinate with portfolio management, research, sales, and marketing teams to ensuretimelydelivery of high-quality portfolio collateral and client-ready materials

·Participate in industry and client events, such as RIA conferences, including as a speaker to promote the GSAM partnership and drive adoption of our custom models

·Collaborate with portfolio managers, internal research teams, sales, and marketing to create thought leadership anddeterminethe most effective delivery format, including webinars, blog posts, white papers, and client presentations

·Develop custom model content for the financial advisor community and craft commercial narratives that support themodelsspecialist sales team

·Work closely with MAS CIOs and research teams to createtimely, market-driven content around major market and macroeconomic events

·Lead cross-functionalinitiatives across investments, marketing, sales, and technology to advance the custom models business

SKILLS & QUALIFICATIONS:

·MinimumBachelor’sdegree (U.S. or equivalent), CFA or MBA strongly preferred

·8 to 12+ years of relevant experience

·ExperienceleveragingAI to build scale into portfolio management strategy strongly preferred

·Series 7 and Series 63 licensesrequired(will be sponsored by the firm if not already completed)

·Student of the markets with practical experience across multiple asset classes

·Understanding of portfolio management processes and scale via tech enabledautomation

·Experience pitching to and advising clients, with preference for experience engagingFinancialAdvisors,RIA C-suiteand investment leadership

·Excellent written and verbal communication and interpersonal skills, especially the ability to explain complex technical concepts in simple terms

·Demonstratedentrepreneurialownership mindset, commercial judgment, and ability to lead complex cross-functional workstreams in a fast-paced environment

·Strong technical skills includinghigh levelofproficiencyin Microsoft Excel and PowerPoint, and familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet.

Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Job Info

• Job Identification 177541
• Job Category Vice President
• Locations San Francisco, CA, United States

Healthcare & Medical Services

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer..

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